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Souders Financial Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Souders Financial Advisors
报告期 2026-03-31 · CIK 0001811240
持仓数
216
前50大市值合计
$748.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 133 项
建仓 11
增持 99
减持 15
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
TCHP
T ROWE PRICE ETF INC
+$3.4M
106,319
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
97,847
+6%
增持
VOO
VANGUARD INDEX FDS
+$905.0K
54,522
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
LMT
LOCKHEED MARTIN CORP
-$849.0K
0
-100%
增持
UPST
UPSTART HLDGS INC
+$848.0K
4,321
+4%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$830.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$794.0K
0
-100%
建仓
—
SEAGEN INC
+$783.0K
4,611
建仓
DIVO
AMPLIFY ETF TR
+$699.0K
20,013
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$675.0K
2,748
建仓
EW
EDWARDS LIFESCIENCES CORP
+$656.0K
5,798
建仓
CAT
CATERPILLAR INC
+$648.0K
3,375
建仓
—
OAK STR HEALTH INC
+$548.0K
12,876
增持
AAPL
APPLE INC
+$537.0K
84,323
+1%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$517.0K
0
-100%
增持
CSX
CSX CORP
+$507.0K
30,469
+145%
增持
MSFT
MICROSOFT CORP
+$482.0K
23,572
+4%
增持
JPM
JPMORGAN CHASE & CO
+$460.0K
33,941
+4%
清仓
—
LUFAX HOLDING LTD
-$450.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$445.0K
32,858
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$440.0K
96,503
+10%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$355.0K
19,718
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$348.0K
63,229
+2%
增持
PFE
PFIZER INC
+$329.0K
74,531
+1%
增持
GOOG
ALPHABET INC
+$328.0K
1,642
+2%
增持
NEM
NEWMONT CORP
+$293.0K
13,770
+92%
增持
NFLX
NETFLIX INC
+$290.0K
2,691
+5%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$284.0K
18,876
+3%
建仓
PYPL
PAYPAL HLDGS INC
+$282.0K
1,082
减持
NKE
NIKE INC
-$277.0K
5,425
-21%
增持
EXC
EXELON CORP
+$266.0K
55,668
+2%
清仓
FLNA
CASSAVA SCIENCES INC
-$266.0K
0
-100%
增持
TFC
TRUIST FINL CORP
+$266.0K
60,393
+2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$250.0K
20,651
+1%
清仓
GLD
SPDR GOLD TR
-$240.0K
0
-100%
增持
LMND
LEMONADE INC
-$228.0K
6,152
+5%
减持
ELV
ANTHEM INC
-$218.0K
2,226
-19%
增持
CARR
CARRIER GLOBAL CORPORATION
+$217.0K
56,949
+1%
增持
APD
AIR PRODS & CHEMS INC
-$208.0K
8,930
+3%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$206.0K
360
建仓
—
DISCOVER FINL SVCS
+$204.0K
1,661
建仓
—
ASTRAZENECA PLC
+$201.0K
3,355
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$197.0K
155,113
+3%
增持
YUM
YUM BRANDS INC
+$196.0K
21,816
+2%
增持
MCD
MCDONALDS CORP
+$195.0K
5,061
+14%
增持
NSC
NORFOLK SOUTHN CORP
-$184.0K
9,436
+3%
增持
AMZN
AMAZON COM INC
-$179.0K
1,261
+0%
增持
PTON
PELOTON INTERACTIVE INC
-$172.0K
5,048
+2%
增持
AGG
ISHARES TR
+$169.0K
112,495
+2%
增持
TSLA
TESLA INC
+$165.0K
927
+14%
增持
—
ACTIVISION BLIZZARD INC
-$162.0K
11,463
+4%
增持
HD
HOME DEPOT INC
+$162.0K
5,506
+7%
清仓
—
GENERAL ELECTRIC CO
-$150.0K
0
-100%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$149.0K
10,868
+3%
减持
DOW
DOW INC
-$145.0K
5,484
-25%
增持
EL
LAUDER ESTEE COS INC
-$142.0K
9,453
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$142.0K
3,028
+15%
增持
CME
CME GROUP INC
-$135.0K
16,574
+6%
增持
HON
HONEYWELL INTL INC
+$130.0K
5,108
+17%
增持
SCHD
SCHWAB STRATEGIC TR
+$129.0K
296,552
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$127.0K
88,479
+2%
增持
AVGO
BROADCOM INC
+$124.0K
8,315
+1%
增持
BAC
BK OF AMERICA CORP
+$116.0K
64,245
+1%
增持
ABNB
AIRBNB INC
+$113.0K
4,510
+7%
增持
CVX
CHEVRON CORP NEW
+$112.0K
12,194
+14%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$109.0K
111,564
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$104.0K
103,558
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$101.0K
102,948
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$101.0K
94,555
+5%
增持
—
MEDTRONIC PLC
+$99.0K
5,326
+16%
增持
SCHA
SCHWAB STRATEGIC TR
-$90.0K
63,892
+3%
增持
CVS
CVS HEALTH CORP
+$90.0K
35,065
+1%
增持
ABT
ABBOTT LABS
+$90.0K
25,404
+1%
增持
—
REDFIN CORP
-$89.0K
9,341
+6%
增持
INTC
INTEL CORP
-$88.0K
47,943
+2%
增持
JNJ
JOHNSON & JOHNSON
+$88.0K
7,737
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$82.0K
10,604
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$82.0K
26,806
+6%
增持
WMT
WALMART INC
+$82.0K
4,884
+15%
减持
COP
CONOCOPHILLIPS
-$78.0K
46,191
-12%
增持
GILD
GILEAD SCIENCES INC
+$77.0K
38,256
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$72.0K
5,716
+16%
增持
—
ASML HOLDING N V
+$72.0K
402
+22%
增持
DOCU
DOCUSIGN INC
-$70.0K
3,659
+1%
增持
CINF
CINCINNATI FINL CORP
-$66.0K
28,667
+0%
减持
MINT
PIMCO ETF TR
-$66.0K
43,402
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$64.0K
10,725
+8%
增持
SHOP
SHOPIFY INC
-$63.0K
696
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$63.0K
44,448
+2%
增持
SPGI
S&P GLOBAL INC
+$56.0K
1,807
+4%
减持
XHR
XENIA HOTELS & RESORTS INC
-$54.0K
11,281
-17%
减持
SCHB
SCHWAB STRATEGIC TR
-$53.0K
31,323
-1%
增持
—
AZEK CO INC
-$53.0K
12,777
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$49.0K
66,573
+5%
增持
IJR
ISHARES TR
+$48.0K
17,140
+6%
增持
KLAC
KLA CORP
+$44.0K
2,659
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$44.0K
5,808
+15%
减持
QCOM
QUALCOMM INC
-$40.0K
1,703
-6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$36.0K
75,194
+3%
增持
UNP
UNION PAC CORP
-$34.0K
1,585
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$33.0K
3,804
+1%
增持
—
DRAFTKINGS INC
-$31.0K
14,421
+4%
增持
MMM
3M CO
+$27.0K
4,388
+17%
增持
VB
VANGUARD INDEX FDS
-$26.0K
4,337
+0%
减持
PM
PHILIP MORRIS INTL INC
-$26.0K
5,921
-0%
增持
ALLO
ALLOGENE THERAPEUTICS INC
+$24.0K
23,787
+6%
减持
—
EXXON MOBIL CORP
-$23.0K
3,833
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$17.0K
68,982
+2%
减持
KO
COCA COLA CO
-$16.0K
5,616
-2%
增持
META
FACEBOOK INC
-$16.0K
5,838
+2%
增持
KR
KROGER CO
+$16.0K
7,066
+0%
减持
PEP
PEPSICO INC
-$15.0K
3,844
-4%
增持
CLX
CLOROX CO DEL
+$14.0K
3,262
+12%
减持
MELI
MERCADOLIBRE INC
-$14.0K
198
-11%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$12.0K
1,908
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$12.0K
54,120
+9%
增持
QQQ
INVESCO QQQ TR
+$10.0K
870
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$10.0K
3,689
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$10.0K
3,360
+1%
增持
DIS
DISNEY WALT CO
-$10.0K
1,614
+0%
增持
V
VISA INC
-$9.0K
19,295
+5%
增持
EQIX
EQUINIX INC
+$9.0K
3,537
+2%
增持
FFBC
FIRST FINL BANCORP OH
-$8.0K
71,359
+0%
增持
CSCO
CISCO SYS INC
+$8.0K
5,168
+0%
增持
NOC
NORTHROP GRUMMAN CORP
-$7.0K
8,151
+1%
增持
ABBV
ABBVIE INC
+$7.0K
2,659
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$6.0K
1,109
+1%
增持
CMCSA
COMCAST CORP NEW
-$5.0K
68,394
+2%
增持
T
AT&T INC
-$4.0K
8,023
+5%
减持
VTI
VANGUARD INDEX FDS
-$4.0K
1,091
-1%
增持
DG
DOLLAR GEN CORP NEW
+$1.0K
4,576
+2%
增持
BA
BOEING CO
+$1.0K
1,064
+9%
减持
FSK
FS KKR CAP CORP
+$0
47,867
-2%
